TOP 30 Individual wealth planning in Massillon, Ohio

23 results found

Summit Wealth Management, LLC is a finance institution located at 2150 North Cleveland Massillon Road, Akron, Ohio, United States. With a team of experienced CPA’s, the institution understands how life changes can impact your financial situation. As Registered Investment Advisors, their focus is on creating investment strategies that are tailored to your individual circumstances. Whether you are facing a financial setback or a sudden windfall, Summit Wealth Management will adjust your portfolio to ensure your future success. The institution prioritizes your comfort and will work with you until you are satisfied with your unique wealth management strategy.

North Star Wealth Management is a premier finance institution located in Akron, Ohio. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals and secure their financial future. We offer a wide range of services including investment management, retirement planning, estate planning, and more. At North Star Wealth Management, we pride ourselves on providing personalized and comprehensive financial solutions to meet the unique needs of each of our clients. Visit us at 300 North Cleveland Massillon Road to learn how we can help you reach your financial goals.

Jason Netherton - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 3333 Massillon Road, Akron, Ohio, United States, is a finance institution offering a wide range of services to meet the financial needs of individuals. Jason Netherton holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, ensuring that clients receive expert advice and guidance in areas such as asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Jason Netherton is dedicated to helping clients achieve their financial goals. Additionally, the institution offers specialized certifications such as Certified Divorce Financial Analyst, Certified Estate Planners™, and Chartered Financial Analyst® to cater to specific needs and requirements. Whether you are planning for retirement, managing assets, or seeking advice on investments, Jason Netherton - Private Wealth Advisor, Ameriprise Financial Services, LLC, is committed to providing personalized and professional financial services to help you secure your financial future.

Phillip Peachock, Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 3333 Massillon Road in Akron, Ohio, offers a range of financial services to meet the needs of individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Phillip Peachock is equipped to provide expert advice on asset management, retirement planning, estate planning, and investment opportunities. Whether you are looking for guidance on portfolio management, insurance products, or tax planning, Phillip Peachock can help you navigate the complexities of the financial world. Contact Phillip Peachock at Ameriprise Financial Services, LLC for personalized financial solutions tailored to your unique goals and needs.

Prudential | Bonnie McDonald | Life Insurance & Annuities is a trusted finance and insurance agency located at 3515 Massillon Road in Uniontown, Ohio, United States. With a focus on providing comprehensive life insurance and annuity solutions, our experienced team is dedicated to helping clients secure their financial futures. Whether you are looking for protection for your loved ones or planning for retirement, we offer personalized guidance and tailored products to meet your individual needs. Contact us today to learn more about how we can help you achieve peace of mind and financial security.

Located in Massillon, Ohio, the Marshall Weinberg Group is a reputable finance and insurance agency situated at 160 Lincoln Way East. With a team of experienced professionals, they offer a wide range of financial services including investment planning, insurance coverage, retirement planning, and wealth management. Whether you are looking to secure your financial future or protect your assets, Marshall Weinberg Group is dedicated to providing personalized solutions to meet your needs. Contact them today to schedule a consultation and take the first step towards financial security.

Vaughn & Company is a premier hair care institution located at 869 North Cleveland Massillon Road in Akron, Ohio. Our team of skilled and experienced stylists are dedicated to providing top-notch services to help you achieve the perfect look for any occasion. From haircuts and styling to color treatments and hair extensions, we offer a wide range of services to cater to your individual needs. Visit us today and experience the difference at Vaughn & Company.

Jim Lupica is a reputable finance institution located at 291 North Cleveland Massillon Road in Akron, Ohio, United States. With a strong focus on providing top-notch financial services to its clients, Jim Lupica offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced professionals at Jim Lupica are dedicated to providing personalized and reliable financial guidance. Trust Jim Lupica to help you navigate the complex world of finance with confidence and peace of mind.

Dunk Group Financial Advisors Ltd is a reputable finance institution located at 843 North Cleveland Massillon Road in Akron, Ohio, United States. Our team of experienced advisors are dedicated to providing personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, our experts are here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Sobitz Financial Group is a reputable accounting and finance institution located at 3500 Massillon Road in Uniontown, Ohio, United States. With a team of experienced professionals, Sobitz Financial Group offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual looking for personal financial guidance or a business in need of accounting support, Sobitz Financial Group is dedicated to providing top-notch service and helping clients achieve their financial goals.

Schulte & Company CPA's, Inc. is a leading accounting and finance institution located at 600 South Cleveland Massillon Road in Fairlawn, Ohio, United States. Our team of experienced certified public accountants is dedicated to providing top-notch financial services to individuals and businesses alike. From tax preparation and planning to audit and consulting services, we strive to help our clients achieve their financial goals with precision and expertise. Trust Schulte & Company CPA's, Inc. for all your accounting and finance needs.

Edward Jones - Financial Advisor: Jason Byers, AAMS™ is a reputable finance institution located at 57 1st Street Southeast in Massillon, Ohio, United States. Jason Byers, a certified Accredited Asset Management Specialist (AAMS™), offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized attention and tailored solutions, Edward Jones provides a comprehensive range of financial services to individuals and businesses. Trust Jason Byers and the team at Edward Jones to guide you towards a secure financial future.

Jonathan Kurcsak is an Associate Advisor at Ameriprise Financial Services, LLC located at 3333 Massillon Road in Akron, Ohio, United States. Jonathan holds a variety of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, investment strategies, estate planning, retirement planning, and more, Jonathan is dedicated to providing comprehensive financial services to individuals and small business owners. Contact Jonathan Kurcsak for expert financial advice and guidance.

Jeff Stoll - Raymond James is a finance institution located at 2177 Nave Road Southeast in Massillon, Ohio, United States. This institution offers a wide range of financial services, including investment advice, retirement planning, wealth management, and more. With a team of experienced professionals, Jeff Stoll - Raymond James is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Jeff Stoll - Raymond James is here to provide personalized solutions tailored to your individual needs.

Edward Jones - Financial Advisor: Rachael Chandler-Head is a trusted financial institution located at 2400 Wales Avenue Northwest in Massillon, Ohio, United States. Specializing in finance, our team is dedicated to providing personalized financial advice and guidance to help our clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Rachael Chandler-Head and her team are here to help you navigate the complexities of the financial world. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Rachael Chandler-Head is committed to helping you secure a solid financial future.

Jeffry Axe is a well-established finance institution located at 2200 Wales Avenue Northwest in Massillon, Ohio, United States. With a strong reputation for providing top-notch financial services, Jeffry Axe is dedicated to helping individuals and businesses achieve their financial goals. From investment planning to wealth management, Jeffry Axe offers a wide range of services to meet the diverse needs of its clients. With a team of experienced professionals and a commitment to excellence, Jeffry Axe is a trusted partner for all your financial needs.

D&E Financial Services is a reputable finance institution located in Copley, Ohio, United States. Our experienced team of financial experts provide a wide range of services including financial planning, investment management, retirement planning, and more. We are dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you in managing your finances effectively.

Brian Sutphin is a Financial Advisor at Ameriprise Financial Services, LLC located at 3333 Massillon Road in Akron, Ohio, United States. Brian holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Brian's expertise in various areas of financial planning, including asset management, retirement planning, estate planning, and investment strategies. Brian is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients.

The Tax Professionals, Inc. is a reputable finance institution located at 32 Lincoln Way West in Massillon, Ohio, United States. We specialize in providing top-notch tax preparation services with a strong emphasis on efficiency, accuracy, and integrity. Our team of dedicated professionals is committed to helping you navigate the complexities of tax laws and maximize your returns. Whether you need personal tax preparation services to ensure all deductions and credits are maximized, or comprehensive business tax filing services tailored to your industry, we have the expertise to meet your needs. As a true business partner, we are available to assist you with any business-related questions, opportunities, or challenges you may encounter.

Lipkin & Co., CPA Inc. is a renowned accounting and finance institution located at 1000 South Cleveland Massillon Road, Akron, Ohio, United States. With a team of highly skilled and experienced certified public accountants, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, auditing, financial planning, or any other accounting needs, Lipkin & Co. is dedicated to providing top-notch services to help you achieve your financial goals. Contact them today to schedule a consultation and see how they can assist you with your financial needs.

Powell Jean CPA is a reputable accounting and finance institution located at 4033 Lincoln Way East in Massillon, Ohio, United States. With years of experience in the industry, Powell Jean CPA offers a wide range of services to help individuals and businesses manage their financial needs. From tax preparation to financial planning, their team of experts is dedicated to providing top-notch services to their clients. Contact Powell Jean CPA today for all your accounting and finance needs.

Amherst Ridge LLC is a reputable institution located at 309 Gail Avenue Northeast, Massillon, Ohio, United States. We specialize in providing top-notch financial services and investment opportunities for our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and personalized solutions. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Amherst Ridge LLC is here to guide you every step of the way. Contact us today to learn more about how we can help you reach your financial goals.

S&T Bank is a full-service financial institution located at 491 North Cleveland Massillon Road in Akron, Ohio, United States. As a trusted bank in the community, S&T Bank offers a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Customers can also conveniently access their funds through the bank's ATM services. With a commitment to providing exceptional customer service and tailored financial solutions, S&T Bank is dedicated to helping individuals and businesses achieve their financial goals.